Advisor at Actify Investor Retirements, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Actify Investor Retirements, LLC
Location
Mankato, MN
Credentials
Series 65
Industry experience
9 years
Jacob Staszak is a Series 65-licensed financial advisor with nine years of industry experience. He has worked at Actify Investor Retirements, LLC since 2017, following prior roles at Plan Administrators and Gradient Advisors. Outside of his advisory role, he serves as a regional vice president for Vestwell, a 401(k) recordkeeper. Actify Investor Retirements, LLC serves retirement plan sponsors and individual IRA and SIMPLE IRA participants, focusing on employer-sponsored retirement arrangements and payroll-deduction IRA programs. The firm offers retirement-plan consulting and portfolio management using pre-screened funds and risk-based model portfolios, primarily operating on a non-discretionary basis while providing educational programs and payroll-based IRA contribution services.
Based on Actify Investor Retirements, LLC
$0 - $250,000: 1.00% annually $250,001+: 0.50% annually
Minimum fee: For Plans with Section 3(38) Investment Manager, minimum annual fee of $1,500 may apply. Fee-only: Investment advisory fees charged as percentage of AUM plus fixed fees; no commissions or sales-based compensation accepted.
Mankato, MN
District of Columbia · Georgia · Illinois · Maryland · Minnesota · New Jersey · North Carolina · Pennsylvania · Texas · Virginia
Vestwell
2023 - Present (3 years)
Actify Investor Retirements, LLC
2017 - Present (9 years)
Plan Administrators
2016 - 2017 (1 year)
Gradient Advisors
2015 - 2016 (1 year)
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Is active or affiliated with:
Insurance agent
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Is not active or affiliated with:
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Mankato, MN
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